Episodes featuring TBPN
Browse episodes where TBPN appears as host or guest. View all episodes →
TBPN, Eric Anderson, James Wise, and Pippa Lamb debate AI job displacement fears, examine SaaS growth data, and cover new product launches from Signal, Loop, and others.
The TBPN crew debates whether Nvidia has a real competitive moat or is heading toward commoditization, alongside topics like chip export controls, desalination, and consumer AI.
TBPN breaks down Allbirds' bizarre pivot to AI compute, Snap cutting 16% of its workforce, and Amazon spending $11 billion to acquire GlobalStar and challenge Starlink.
TBPN hosts Wade Foster, Bailey Pumfleet, and Han Wong discuss Allbirds pivoting to AI compute, Snap laying off 16% of staff, and Amazon spending $11 billion to acquire Globalstar.
TBPN covers NASA's Artemis II moon mission, a Nutella jar that accidentally went viral in space, and where the US and China stand in the AI race.
TBPN, Balachandar Ramamurthy, Krste Asanović, and Peter Diamandis cover the Artemis 2 mission, AI-driven job displacement, and whether US-China chip restrictions are working.
Andy Dunn, founder of Bonobos, joins TBPN to talk about Pi, his new app aimed at getting people off their phones and into real-world social connection.
Grüns founder Chad Janis tells TBPN how he built a greens gummy brand, launched in August 2023, into a $1.2 billion sale to Unilever, crediting new products, constant urgency and a strong team.
TBPN hosts cover SpaceX's financials, whether AI creates unemployment or just more leisure time, and what a chimp civil war in Uganda reveals about group dynamics.
TBPN breaks down Andy Jassy's 2025 shareholder letter, covering Amazon's AI infrastructure bets, AWS growth, and how the company is spreading across satellites, robotics, and pharmacy.
Binance founder CZ talks about crypto regulation, Bitcoin's anonymous creator, and how AI and blockchain connect, drawing on reflections from his time in prison.
TBPN hosts and guests cover Amazon's $200B AI infrastructure bet, debates over staged frontier model releases, rural backlash against data centers, and the case for Adam Back as Satoshi Nakamoto.
The TBPN hosts cover Meta's move toward closed-source AI with its Muse Spark model and Anthropic's gated Mythos release, examining what frontier AI access means for competition.
TBPN and guests cover new AI models from Meta and Anthropic, Apple app store restrictions hurting developers, prediction markets, and humanoid robotics.
The TBPN hosts run through the news: Meta's internal token leaderboard and what it really costs, Intel joining Terafab, a disastrous Plex retreat, Anthropic's Mythos security model, and US labs teaming up against...
Thomas Laffont joins TBPN to trace his path from a Hollywood talent agency mail room to tech investing. He covers early Apple and Snapchat bets, how he builds investment models, and why AI is reshaping software.
TBPN, Adita Bandi, and Zack Shore cover AI industry news including Meta's internal token usage competition, model distillation concerns, and a San Francisco alley naming rights auction.
The TBPN hosts break down three stories: a GLP-1 telehealth startup with a shaky unicorn claim, China's pig farming oversupply crisis, and the U.S. military copying cheap Iranian drones.
TBPN hosts cover the collapse of the Medv GLP-1 hype story, AI funding pressures at OpenAI and Anthropic, and China's 2030 tech ambitions.
TBPN breaks down the viral claim that a solo founder built a billion-dollar company, examining why aggressive and potentially illegal marketing tactics make the business far less valuable than the headline suggests.